129. Bitcoin Venture Capital with Alyse Killeen

<p>Managing Partner of Stillmark, Alyse Killeen, joins us to discuss investing in bitcoin companies. She explains why Stillmark invests in &quot;bitcoin only&quot; companies, what she looks for in bitcoin startups and how venture capital in the bitcoin industry differs from traditional markets. She and Saifedean also discuss how bitcoin investing is long-term focused whereas token VCs have a new short-term model taking advantage of clueless retail with false narratives. Alyse explains how this long-term focus protects bitcoin VCs from short-term volatility, such as the recent spate of high-profile failures in the altcoin space. In the Q&amp;A, Alyse answers questions on industry trends, the mindset of bitcoin founders and bitcoin adoption in El Salvador.</p><p><b>References</b></p><ul><li>Alyse on <a href='https://twitter.com/AlyseKilleen?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor'>Twitter</a>.</li><li>Stillmark official <a href='https://www.stillmark.com/'>website</a><b>.</b></li><li>Lightning Labs <a href='https://lightninglabs.substack.com/p/decentralizing-global-fx-with-taro?r=18ib55&amp;s=r&amp;utm_campaign=post&amp;utm_medium=web'>explainer</a> on Taro.</li><li><a href='https://cointelegraph.com/news/rep-emmer-demands-an-explanation-of-ofac-s-tornado-cash-sanction-from-sec-yellen'>Article</a> about the sanctioning of Tordano Cash by the US Treasury.</li><li><a href='https://saifedean.com/podcast/120-the-future-of-stablecoins-with-paolo-ardoino/'>Paolo Ardoino</a> appearance on The Bitcoin Standard Podcast.</li><li>Saifedean’s first book, <a href='http://saifedean.com/thebitcoinstandard'>The Bitcoin Standard</a>.</li><li>Saifedean’s second book, <a href='http://saifedean.com/thefiatstandard'>The Fiat Standard</a>.</li></ul><p>Enjoyed this episode? You can take part in podcast seminars, access Saifedean’s courses – including his ongoing course <a href='https://saifedean.com/eco22-the-fiat-standard/'>ECO22: The Fiat Standard</a> – and read chapters of his forthcoming books by becoming a Saifedean.c